WCM

Weld Capital Management Portfolio holdings

AUM $98.8M
1-Year Est. Return 52.93%
This Quarter Est. Return
1 Year Est. Return
+52.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$544M
AUM Growth
-$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,058
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.75M
3
+$2.71M
4
GLPI icon
Gaming and Leisure Properties
GLPI
+$2.69M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$2.64M

Top Sells

1
+$3.23M
2
+$3.04M
3
+$2.81M
4
CUZ icon
Cousins Properties
CUZ
+$2.7M
5
CE icon
Celanese
CE
+$2.67M

Sector Composition

1 Consumer Discretionary 18.87%
2 Financials 12.98%
3 Technology 12.44%
4 Healthcare 9.37%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$316K 0.06%
+20,280
527
$316K 0.06%
+2,903
528
$315K 0.06%
+5,801
529
$314K 0.06%
+9,833
530
$314K 0.06%
+9,633
531
$314K 0.06%
+8,161
532
$314K 0.06%
22,300
+7,402
533
$313K 0.06%
1,062
-8,178
534
$312K 0.06%
+11,381
535
$312K 0.06%
+21,922
536
$311K 0.06%
+74,809
537
$307K 0.06%
+11,549
538
$307K 0.06%
+7,896
539
$307K 0.06%
+4,850
540
$306K 0.06%
+30,531
541
$305K 0.06%
+18,770
542
$303K 0.06%
+2,515
543
$303K 0.06%
+6,463
544
$303K 0.06%
3,558
-1,476
545
$302K 0.06%
+1,785
546
$301K 0.06%
+13,161
547
$301K 0.06%
+4,538
548
$300K 0.06%
+10,940
549
$300K 0.06%
+16,892
550
$298K 0.05%
+6,682
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